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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS

Overview Fund Activity

384 hedge funds and large institutions have $3.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 160 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
5.59%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
45
Increased
146
Reduced
160
Closed
24
Calls
$10K
Puts
$125K
Net Calls
-$115K
Net Calls Change
-$115K

Top Buyers

1
LPL Financial
LPL Financial
California
$367M
2
BCM
Brookstone Capital Management
Illinois
$22.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.6M
4
WA
Win Advisors
Florida
$11.5M
5
PBF
Petix & Botte Financial
California
$21.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$64.2M
2
GAA
Global Assets Advisory
Florida
$0
3
EFL
ERn Financial LLC
Wisconsin
$380K
4
FAIM
Financial Advocates Investment Management
Washington
$3.39M
5
AFA
American Financial Advisors
Georgia
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$617K +$27.6K +575 +5%
SB
227
Strategic Blueprint
Georgia
$613K -$11.9K -247 -2%
FFN
228
Focus Financial Network
Minnesota
$601K -$15.7K -323 -3%
NCM
229
Narwhal Capital Management
Georgia
$601K -$308K -6,407 -34%
GRP
230
Global Retirement Partners
California
$590K -$169K -3,511 -22%
Citadel Advisors
231
Citadel Advisors
Florida
$585K +$585K +12,181 New
MWM
232
Mattern Wealth Management
Kansas
$577K -$477K -9,934 -45%
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$576K +$4.9K +102 +0.9%
VFG
234
Valley Financial Group
Pennsylvania
$564K – – –
TA
235
TFB Advisors
Kansas
$562K -$32.8K -683 -6%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$561K -$131K -2,736 -19%
PS
237
Principal Securities
Iowa
$547K -$481 -10 -0.1%
BFG
238
Beacon Financial Group
Texas
$539K -$152K -3,164 -22%
OCFG
239
O'Connor Financial Group
Illinois
$536K +$2.5K +52 +0.5%
RMAM
240
Raab & Moskowitz Asset Management
New Jersey
$514K +$67.5K +1,404 +15%
DAS
241
Dynamic Advisor Solutions
Arizona
$511K -$136K -2,831 -21%
MOS
242
MGO One Seven
Ohio
$510K +$148K +3,072 +41%
BNP Paribas Financial Markets
243
BNP Paribas Financial Markets
France
$507K +$61.2K +1,273 +14%
MWA
244
Merkkuri Wealth Advisors
New York
$502K +$502K +10,439 New
LFA
245
Laraway Financial Advisors
Minnesota
$496K +$5.96K +124 +1%
AWA
246
Acorn Wealth Advisors
Michigan
$495K -$1.15K -24 -0.2%
GM
247
GeoWealth Management
Illinois
$495K +$20.7K +430 +4%
AWA
248
Arkadios Wealth Advisors
Georgia
$495K +$86.4K +1,799 +21%
IIL
249
Insight Inv LLC
California
$490K +$131K +2,725 +36%
MW
250
Maia Wealth
Colorado
$482K +$482K +9,918 New
8 9
10
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